3.6 Step 3: User Onboarding

This topic describes the user creation function, which allows manual data entry or copying from an existing user.

User Management function enables system/ bank/corporate administrator to onboard and manage users and their login credentials for channel banking access. The corporate administrators can define various touch points from which the user can access the channel banking and limit package applicable for the same. In a multi entity scenario, this function will enable corporate administrator to provide access to multiple entities to users.

You can view/modify only those users who have subset of accesses of corporate administrator. Extending access of any newly added parties under the Group Corporate to the corporate administrators needs to be handled operationally.

Corporate administrators can access the corporate users onboarded by the bank administrators or by another corporate administrator under the Group Corporate mapped. Corporate administrators can create a new user and even modify existing users.

Note:

When an administrator creates/modifies a user through User Management either via Group Corporate onboarding (for corporate user) or via standalone screens (for administrator and retail user), the global roles would be available for assignment to the user in the same manner as is available in the current system, however, the entity specific roles would be listed in Entity-specific sections for each user. Administrator will be able to map multiple roles to the user under each entity.

A DND (do not disturb) flag is also enabled at User Onboarding level. It allows Corporate Administrator to enable/disable Do not disturb (DND) Flag for Mandatory Alerts. User will not receive any alerts for the transactions marked as DND. User will receive the alerts only after performing any transactions of respective category post removing DND flag.

Internal Users

  • Corporate Administrator
External Users
  • Corporate User
  • Non Customer- Corporate users
  • Corporate Administrator
Pre-requisites
  • User Segment and Application roles are maintained
  • Transactions are associated with each Application role
  • Transaction (User Management) access is provided to Corporate Administrator.
  • Approval rule set up for Corporate administrator to perform the actions.
  • Party Preference is maintained for corporate user
  1. From Corporate Administrator Dashboard, click Toggle Menu, then click Menu.

    Under Menu , Group Corporate Onboarding, then click User Onboarding tab.

    The Group Corporate Onboarding - User Onboarding tab appears.

  • User Management - Search and View
    This topic provides the systematic instructions to search and view existing user details by user type.
  • User Management - Edit
    This topic provides the systematic instructions to corporate administrators for modifing existing user details.
  • User Management - Create
    This topic provides the systematic instructions for corporate administrators to create internal and external users.

Parent topic: Group Corporate Onboarding